Industry Fund Services Streamlines Onboarding Process with Nintex
Applicable Industries
- Equipment & Machinery
- Finance & Insurance
Applicable Functions
- Product Research & Development
- Sales & Marketing
Use Cases
- Inventory Management
- Personnel Tracking & Monitoring
Services
- Cloud Planning, Design & Implementation Services
- System Integration
About The Customer
Industry Fund Services (IFS) is one of Australia’s leading providers of specialist financial products, advice and business solutions to industry and other “all benefit to member” superfunds and other financial products and services. While the group focuses on superannuation and financial services, it also handles financial planning and para planning, business support, collections and non-super investment products. IFS’s head office is located in Melbourne, however, the group also has a number of primarily financial planning staff throughout Australia.
The Challenge
Industry Fund Services (IFS), a leading Australian wealth management firm, was facing challenges in improving their IT and production processes for new employees and customer interactions. The firm was dealing with repetitive processes and was looking for a way to onboard new staff quickly and efficiently. The company also needed to increase staff and customer engagement to retain its competitive edge. IFS was dealing with complex security issues due to its staff working all over Australia. The company had a poor track record with poorly configured SharePoint systems in other companies, which hid some of the programs most useful features and functionality. This led to several IFS employees expressing concerns about the implementation of a SharePoint solution.
The Solution
IFS turned to Melbourne-based Evolve Information Services, which recommended Nintex, explaining how well it would integrate into the company’s existing SharePoint environment. With Nintex Workflow and Microsoft SharePoint, IFS was able to improve collaboration, communication, work efficiency and data management, and truly centralize IFS information sources while allowing staff located away from the head office to access the same data in real time. The company created a Welcome Portal for onboarding new employees before they began their first day. This portal provided information about benefits, and gathered banking information required by HR staff to ensure new starters were quickly added to the payroll system. By using both Nintex Workflow and Nintex Forms, the system alerts IT staff to new starters’ equipment and software needs.
Operational Impact
Quantitative Benefit
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